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JPMorgan Nasdaq Equity Premium Income ETF

420 hedge funds and large institutions have $3.6B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
420
Holders Change
+96
Holders Change %
+29.63%
% of All Funds
6.16%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.43%
New
117
Increased
229
Reduced
52
Closed
18
Calls
$2.85M
Puts
$3.02M
Net Calls
-$173K
Net Calls Change
+$2.91M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$655M 13,115,106 +11,061,258 +539%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$421M 8,441,656 +2,906,436 +53%
LPL Financial
3
LPL Financial
California
$253M 5,061,250 +1,421,039 +39%
Wells Fargo
4
Wells Fargo
California
$138M 2,770,166 +1,391,540 +101%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$127M 2,543,839 -451,636 -15%
UBS Group
6
UBS Group
Switzerland
$120M 2,399,478 +378,697 +19%
Bank of America
7
Bank of America
North Carolina
$117M 2,337,410 +2,277,380 +3,794%
RIG
8
RiverFront Investment Group
Virginia
$98.7M 1,976,067 +21,615 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
$94.7M 1,896,070 +95,310 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$84.7M 1,695,456 +417,607 +33%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$71.8M 1,437,473 +227,300 +19%
HCM
12
Hilton Capital Management
New York
$44M 882,050 +882,050 New
LJCM
13
Lee Johnson Capital Management
Texas
$39.7M 794,563 +17,378 +2%
NYLIM
14
New York Life Investment Management
New York
$39.5M 790,795 -24,216 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$38.8M 776,682 +457,382 +143%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$38.4M 768,568 +63,580 +9%
RJA
17
Raymond James & Associates
Florida
$38.4M 768,440 +86,030 +13%
MML Investors Services
18
MML Investors Services
Massachusetts
$30.9M 619,547 +165,621 +36%
RCM
19
Requisite Capital Management
Texas
$28.8M 572,168 -4,569 -0.8%
LGA
20
Lebenthal Global Advisors
New York
$28.8M 576,562 +576,562 New
PAG
21
Private Advisor Group
New Jersey
$28.7M 574,598 +153,302 +36%
Truist Financial
22
Truist Financial
North Carolina
$26.5M 531,249 +66,016 +14%
KAS
23
Kestra Advisory Services
Texas
$24.5M 491,284 +127,118 +35%
HighTower Advisors
24
HighTower Advisors
Illinois
$24.5M 490,539 +76,467 +18%
AWM
25
AE Wealth Management
Kansas
$24.1M 465,603 -35,662 -7%